Knowledge Centre
Investment bulletins and guides for your wealth.
Latest articles and guides
The Hidden Cost of Inertia in Wealth Management
Staying loyal to one wealth manager can quietly erode value through portfolio drift, rising fees, diluted service, and missed opportunities.
Why Independent Advice Doesn’t Always Mean What Investors Expect
Independent wealth management doesn’t always mean unlimited choice. Learn what “independent” really means for UK investors.
Why Choosing a Wealth Manager Is Harder Than Ever in the UK
Choosing a wealth manager in the UK is increasingly complex. Learn why advice feels confusing and how investors can make clearer, more confident long-term decisions.
Is Your Wealth Manager Still Right for 2026?
Key Questions for UK Investors
UK investors are reassessing their wealth managers as markets shift, communication gaps widen and outdated strategies persist. Reviewing goals, value and alignment helps ensure the right advisory relationship for 2026.